Invesco India Large & Mid Cap Fund - Direct Plan - Growth vs Navi Large & Midcap Fund- Direct Plan- Growth Option

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Invesco India Large & Mid Cap Fund - Direct Plan - Growth appears to be the stronger option based on its superior performance metrics, boasting a 1-year return of 11.16% and a 3-year CAGR of 22.8%, compared to Navi Large & Midcap Fund's 1-year return of 2.78% and 3-year CAGR of 11.22%. However, Invesco has a higher expense ratio at 0.77% compared to Navi's 0.65%, which could impact net returns over time. For investors weighing these options, Invesco offers higher potential returns but at a slightly increased cost, while Navi may appeal to those prioritizing lower expenses despite its lower performance.

Invesco Mutual Fund

Invesco India Large & Mid Cap Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Large & MidCap

Navi Mutual Fund

Navi Large & Midcap Fund- Direct Plan- Growth Option

Navi Mutual Fund

★★★★★

Equity · Large & MidCap

Metric Invesco India Large & ... Navi Large & Midcap Fu...
NAV ₹135.7 ₹44.46
Star Rating ★★★★★ ★
Expense Ratio 0.77% 0.65%
AUM ₹12,439 Cr ₹292 Cr
1M Return +8.16% +4.75%
3M Return +1.9% -1.87%
6M Return +10.84% +2.64%
1Y Return +11.16% +2.78%
3Y CAGR +22.8% +11.22%
5Y CAGR +17.1% +9.58%
Risk Level — —
Fund Manager Amit Ganatra, Taher Badshah Amit Nigam